Six month roadmap
                                                                                        YOUR FIRM LOGO
   Your journey and goals
         DATE                                                     DATE
         FALL                                                     SPRING
          MEETING                                                  MEETING
          1. Discovery- or Re-Discovery                             Mutual understanding review
          2. Financial overlay Intro                                Implementation Plan
          3. Engagement Roadmap Review                              Data Gathering
                                                                    Setting Prioritization
                                                                    Family Wealth Planner Discussion begin -Section 1
                                    Sample Client Name Roadmap
                                              2020-2021
          MEETING                                                  MEETING
           Goals, Circumstances & Preferences Review               Goals, Circumstances & Preferences Review
           Roadmap Review                                          Roadmap Review
           Investment Review                                       Investment Review
           Family Meeting                                          Education Planning
           ED: Legacy Planning                                     ED: US Equities
        DATE                                                       DATE
        SPRING                                                     FALL
 For illustrative purposes only. Please ensure that materials delivered to clients/prospects are reviewed and approved by your home office and local compliance supervision teams. 
    Wealth Management Topics – Wealth Wellness Wheel
      Below is a list of topics you can use as a guide when building your client’s roadmap.  The topics should always align with their 
      goals and desired outcomes. 
         FAMILY AND RELATIONSHIPS                      HEALTH AND WELLNESS                          LIFESTYLE AND LEISURE                      CAREER AND WORK
          Create/Update my Will                        Maintain/start a health and active          Plan vacations and travel                 Take a sabbatical
          Concerned about protecting                       lifestyle                                Maintain my current lifestyle             Change/advance my career
          Plan for unexpected events                   Plan for my long-term care                  Plan for my retirement lifestyle          Plan for maternity/paternal leave
          Plan for a wedding                           Plan for incapacity                         Move, relocate or downsize                Start a business
          Fund education expenses                      Maintained activities, club                 Protect or invest in collectibles         Sell or transfer my business
          Organize family meeting to discuss               memberships                              Purchase a second home/cottage            Expand my business
             my plan                                                                                 Purchase an investment property           Protect my business
          Educate my children on wealth               SUB TOPICS:                                   Buy something special                     Incorporate my business/practice
             matters                                   Lifestyle Insurance Review
          Prepare my heirs for wealth                 DISABILITY INSURANCE PLANNING                SUB TOPICS                                 SUB TOPICS
             transfer                                   Disability income goals                    Investment Management                      BUSINESS PLANNING
          Plan my funeral/celebration of life          Disability income sources                   Risk tolerance assessment                Start or Expand my business:
          Create/update my Power of                    Disability planning implementation          Asset allocation review                   Business planning goals
             Attorney                                   LTC education and review                    Asset location & Sources of capital       Owner benefits
          Care for children or dependents                                                              review                                  Owner needs assessment
          Care for parents/elders                                                                   Asset transfer implementation             Owners meeting
          Start or grow my family                                                                   IRA accounts/rollovers
                                                                                                     Investment review                        Sell or transfer my business
                                                                                                     Taxable accounts review                   Business succession choices
                                                                                                     Investment implementation                 Owner benefits – retirement
         SUB TOPICS                                                                                  Portfolio rebalancing
            Financial needs assessment                                                              Annuity review & Education               Protect my business
          Liquidity analysis                          COMMUNITY AND GIVING                          Saving strategy implementation            Risk management assessment
          Insurance review                             Support a worthy cause/charity              Retirement income investing               Property and casualty/liability 
          Life insurance trusts review                 Set-up a foundation                                                                        review
          Planning for special needs                   Join a non-profit board                    Income Planning                             Overhead expense coverage 
          Equitable distribution planning              Volunteer                                   Sources of survivor income                    assessment
          Estate Planning goals                                                                     Survivor income solutions                 Key person review
          Survivor income goals                       SUB TOPICS:                                   Distribution strategies                   Employee benefits Assessment & 
          College/Education goal plan                  Charitable giving plan creation and         Sources of retirement income                  Review
             implementation                                 implementation                           Retirement Benefits review                Employee benefits review
          Family Planner creation                                                                   Essential Expense Review                            – group health, Life, 
          Child care directives                                                                     Contingency income Education                          Disability, LTC
          Health Care directives                                                                       and Planning                            Owner benefits review
                                                                                                                                                           – life. Disability, LTC
                                                       OTHER
                                                        Pursue my next life passion
                                                        Other
  For illustrative purposes only. Please ensure that materials delivered to clients/prospects are reviewed and approved by your home office and local compliance supervision teams. 
         Important Information
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         by TA Associates with minority stakes held by funds managed by Reverence Capital 
         Partners and Russell Investments’ management.
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         affiliated in any manner with Frank Russell Company or any entity operating under the 
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         Investments.
         Created: February 2020. Expiration: 12/31/2022
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 For illustrative purposes only. Please ensure that materials delivered to clients/prospects are reviewed and approved by your home office and local compliance supervision teams.